Vaughan David Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
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|
2025
Q1 | $354K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $240K | Sell |
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|
2017
Q3 | $248K | Hold |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $238K | Sell |
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|
2016
Q4 | $339K | Buy |
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|
2016
Q3 | $303K | Hold |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $311K | Buy |
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|
2015
Q4 | $251K | Hold |
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|
2015
Q3 | $236K | Sell |
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|
2015
Q2 | $307K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $336K | Buy |
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